GenFi will offer investment management, 401(k)/pension consulting, financial planning, and family office administration services.
The firm will help families and institutions prioritize complex investment goals and sustain multi-generational wealth.
As part of GenFi’s commitment to educating families and institutions about investing and wealth planning, the firm will frequently make significant data available to the general public.
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GenFi founder and chief executive Julie Zakarias said with growth rates in the US facing headwinds through 2014, investors are seeking increased exposure in Emerging Markets as a tactical portfolio shift.
"There are several ways for investors to gain exposure including emerging market exchange traded funds (ETFs), actively managed mutual funds/separate accounts, large US multi-national exporting companies, and lastly private equity offerings," Zakarias said.
The GenFi with its Generation to Generation planning process can reduce risk and volatility for clients where emerging market allocations are an appropriate consideration by limiting overall exposure, and adding country level diversification and correlation.
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